MacroVoices #439 Rory Johnston: Discretionary Risks To The Oil Market
Macro Voices
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Shifting Dynamics in Global Oil Markets
This chapter explores the complexities of oil demand in China, particularly the weakening diesel market amid an evolving industrial economy. It also analyzes the resilience of U.S. shale production against skeptical forecasts, the geopolitical influences of OPEC, and the implications of potential disruptions from conflicts such as those involving Russia. Additionally, it addresses rising consumer demand for gasoline and jet fuel, alongside market shifts towards LNG and renewable alternatives.
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